Charles Walsh is a CFP-designated registered investment advisor at Adams Wealth Advisors, based in Logan, UT, with 26 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 717 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Adams Wealth Management charges a fee based on a percentage of the value of your investments. This fee covers portfolio management, financial planning, and estate planning services. The specific percentage is negotiable and may vary from client to client. The fee is typically deducted directly from your account on a quarterly basis. For certain strategies (Fairway and Defined Funds), a performance-based fee of 20% of capital appreciation may also apply. AWM also offers performance-based models with fees collected monthly in arrears.
Location
701 S Main, Suite #400, Logan, UT, 84321
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles works at Target Corp stocking food shelves, dedicating about 10% of his time. This activity occurs outside of business hours.
Employment History
Current Registrations
Adams Wealth Advisors
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Computershare Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.